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iShares 0-5 Year Investment Grade Corporate Bond ETF

243 hedge funds and large institutions have $1.5B invested in iShares 0-5 Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 93 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

12% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $1.13M

7% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 87

1% less capital invested

Capital invested by funds: $1.51B → $1.5B (-$13.4M)

1.26% less ownership

Funds ownership: 64.74%63.48% (-1.3%)

4% less funds holding

Funds holding: 253243 (-10)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

Holders
243
Holders Change
-10
Holders Change %
-3.95%
% of All Funds
2.99%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
16
Increased
93
Reduced
87
Closed
21
Calls
$1.26M
Puts
$1.13M
Net Calls
+$131K
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$120M +$1.22M +24,029 +1%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$105M
LWM
3
LJI Wealth Management
Indiana
$69.1M +$3.01M +59,322 +5%
UBS Group
4
UBS Group
Switzerland
$58.5M +$1.53M +30,124 +3%
LPL Financial
5
LPL Financial
California
$55.9M -$2.25M -44,437 -4%
MCM
6
MAI Capital Management
Ohio
$54.7M +$2.68M +52,936 +5%
WIA
7
World Investment Advisors
California
$52.1M +$1.93M +38,036 +4%
BI
8
Bramshill Investments
Florida
$50.3M -$41.2K -813 -0.1%
FMII
9
Farmers & Merchants Investments Inc
Nebraska
$49M +$135K +2,666 +0.3%
Ameriprise
10
Ameriprise
Minnesota
$41.8M +$882K +17,392 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39.8M +$5.08M +100,210 +15%
CBT
12
Crews Bank & Trust
Florida
$38.4M +$1.18M +23,190 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$36.8M +$2.51M +49,467 +7%
Bank of America
14
Bank of America
North Carolina
$30.1M +$338K +6,675 +1%
VAMG
15
Voisard Asset Management Group
Michigan
$26.8M -$16.2M -319,967 -38%
WWM
16
Wiser Wealth Management
Georgia
$24.8M +$1.44M +28,416 +6%
NA
17
NewEdge Advisors
Louisiana
$24.6M +$484K +9,539 +2%
CFD
18
Creative Financial Designs
Indiana
$23.7M -$960K -18,945 -4%
GSWM
19
Greenup Street Wealth Management
Michigan
$23.1M -$401K -7,920 -2%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$20M +$936K +18,468 +5%
CNB
21
Camden National Bank
Maine
$19.2M +$1.35M +26,553 +8%
Allianz Asset Management
22
Allianz Asset Management
Germany
$18.1M -$82.8K -1,634 -0.5%
Corient Private Wealth
23
Corient Private Wealth
Florida
$17.8M -$23.8M -469,326 -57%
CTA
24
Colonial Trust Advisors
South Carolina
$15.8M +$1.03M +20,316 +7%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$15M +$171K +3,370 +1%